We serve multiple senior living organizations throughout the Southeast, giving us intimate knowledge of the risk and employee benefits challenges of nursing homes, assisted living facilities, continuing care retirement communities and home health organizations.

Our Senior Living Employee Benefits services:

  • Strategic Healthcare Benefits

    We understand that senior living organizations offer a diverse range of services and levels of patient care and therefore have complex coverage needs. Our deep knowledge and connections in the industry allow us to help our clients realize optimal coverage and value.

    Senior Living Group Health Captive

    Since 2012, the Heritage Group Health program – the country’s first group health captive focused solely on the senior living industry –  has provided a better way for senior living organizations to gain ownership and control of their health insurance programs.

Our Senior Living Risk Management services:

  • Custom Insurance Solutions

    We understand that senior living organizations offer a diverse range of services and levels of patient care and therefore have complex liability and coverage needs. Our deep knowledge and connections in the industry allow us to help our clients realize optimal coverage and value.

    Comprehensive Risk Management Services

    We help our senior living clients manage their unique operational risks, including compliance guidance, claims management and specialized safety and patient handling strategies to mitigate workers’ compensation risks.


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